Bringing over 20 years of experience to providing you with sound, reliable financial advice to help you achieve financial independence and peace of mind.


 

 

Alvin SoCFP®

Certified Financial Planner

Alvin has served in the best interest of his clients for 20 years. He started his career as a Financial Advisor at Investors Group where he learned his trade. In 2004, he joined Partners in Planning, ...
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Anita So

Assistant

Anita joined the industry as an Insurance Advisor in 2005 and is an independent distributor of life insurance products. She supports the team in matters concerning insurance and tax planning, where sh...
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Brian So

Assistant

Brian has been helping his clients with their insurance needs since 2012. As a commitment to the highest standards in insurance and estate planning, he has obtained the CFP, CLU and CHS designations. ...
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Our Consultants

Rana Chauhan

Chief Investment Strategist, Counsel Portfolio Services

Rahim Dhalla, CIM

Director, Portfolio Management, IPC Portfolio Services

Corrado Tiralongo

Chief Investment Officer, Counsel Portfolio Services
 

Supporting the communities within which we work

 

At IPC, we built IPC Cares to bring together the various efforts we make towards enhancing the communities within which we operate. By adopting causes that are close to our hearts, we keep ourselves committed and accountable.

Last year alone, as a company, we supported the aid efforts on the Fort McMurray fires, palliative care through The Healing Cycle Foundation and women and children through The Salvation Army.

Perhaps the most significant effort we undertake, and one that we believe is representative of the kind of work that inspires and keeps us committed to our CSR efforts, is the community development project in Honduras with The Carpenteros & Friends. Last year’s project involved a group of IPC staff and Advisors volunteering their time and energy on the ground. Very little is as inspiring and rewarding as living the lives of the people you’re helping, and every one of the people who took the journey came back a changed person, even more determined to stay committed to making a difference in the world!

We also made countless small but significant contributions of our time and resources within our communities through many grassroots charities we believe in, and the ripple effect of their efforts are always rewarding.


The Heart and Stroke Foundation, a volunteer-based health charity, leads in eliminating heart disease and stroke and reducing their impact through the advancement of research and its application, the promotion of healthy living and advocacy. For more information, please visit the website for more information.